Prologis, Inc. (PLD) Q3 2025 Earnings Call Transcript
Prologis, Inc. (NYSE:PLD ) Q3 2025 Earnings Call October 15, 2025 12:00 PM EDT Company Participants Justin Meng Timothy Arndt - Chief Financial Officer Dan Letter - President & Director Christopher Caton - Senior VP & Global Head of Research Hamid Moghadam - Co-Founder, Chairman & CEO Conference Call Participants Jonathan Petersen - Jefferies LLC, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division Ronald Kamdem - Morgan Stanley, Research Division Nicholas Joseph - Citigroup Inc. Exchange Research Caitlin Burrows - Goldman Sachs Group, Inc., Research Division Vikram Malhotra - Mizuho Securities USA LLC, Research Division Samir Khanal - BofA Securities, Research Division Nicholas Thillman - Robert W. Baird & Co. Incorporated, Research Division Vince Tibone - Green Street Advisors, LLC, Research Division Blaine Heck - Wells Fargo Securities, LLC, Research Division Michael Mueller - JPMorgan Chase & Co, Research Division Nicholas Yulico - Scotiabank Global Banking and Markets, Research Division Brendan Lynch - Barclays Bank PLC, Research Division Todd Thomas - KeyBanc Capital Markets Inc., Research Division John Kim - BMO Capital Markets Equity Research Craig Mailman - Citigroup Inc., Research Division Presentation Operator Greetings, and welcome to the Prologis Third Quarter 2025 Earnings Conference Call.
Prologis Q3 FFO Beats Estimates, Rental Revenues Rise Y/Y
PLD's Q3 FFO beats estimates, benefiting from a rise in rental revenues and healthy leasing activity. However, high interest expenses are a concern.
O vs. PLD: Which Real Estate Giant Offers Better Long-Term Growth?
Prologis' expansion into data centers and logistics gives it a powerful growth edge over Realty Income's steady dividend model.
Here's Why Prologis (PLD) Fell More Than Broader Market
Prologis (PLD) reached $114.45 at the closing of the latest trading day, reflecting a -1.33% change compared to its last close.
5 Reasons to Add Prologis Stock to Your Portfolio Right Now
PLD's strong fundamentals, strategic data center push and steady dividend growth make it a compelling REIT pick for 2025.
Property Play: Prologis, Amazon and Meta sign low-carbon concrete pact
Concrete manufacturing, and especially cement production, accounts for 8% of global greenhouse gas emissions, according to the World Economic Forum. Amazon, Meta and Prologis are joining other organizations in founding the Sustainable Concrete Buyers Alliance, led by RMI.
Why Prologis (PLD) is a Top Stock for the Long-Term
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Prologis exec explains why the company has an edge in the red-hot data center space
Prologis, one of the largest warehouse owners in the US, is now building data centers. Susan Uthayakumar, an exec at the company, explained the advantages Prologis has against competitors.
Earnings Growth & Price Strength Make Prologis (PLD) a Stock to Watch
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Prologis: Stable Debt, Growing Dividends, Long Term Tailwinds
Prologis offers a stable debt profile, strong liquidity, and a healthy, growing dividend, making it attractive for long-term investors despite near-term headwinds. Share price growth has lagged e-commerce demand, but easing rates and supply chain reshoring could drive future upside and total return potential. Dividend yield is expected to hover around 3.5%, supported by consistent dividend growth and robust FFO, with manageable payout and refinancing risk.
Prologis: The Logistics Leader With High Data Center Ambitions To Watch
Prologis is the global leader in logistics real estate, benefiting from the rise of e-commerce and an international expansion. Aggressive acquisitions and development have increased debt, but assets and long-term growth potential—especially in data centers—remain strong. Rate cuts are a key near-term catalyst, likely to boost both Prologis' financials and demand for its properties, as economic activity rebounds.
Prologis (PLD) Declines More Than Market: Some Information for Investors
Prologis (PLD) closed the most recent trading day at $108.39, moving 1.62% from the previous trading session.
